Arohi Asset Management PTE Ltd. 13F Holdings · Q2 2026
Arohi Asset Management PTE Ltd. reported 7 securities worth $273.24M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SE (46.01%), GLBE (39.54%), U (5.45%). Among its top 25 positions this quarter: 3 new, 1 added, 3 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | $125.7M | 46.01% | 1.3M | Added |
| 2 | GLBE | GLOBAL E ONLINE LTD | $108.0M | 39.54% | 3.1M | Trimmed |
| 3 | U | UNITY SOFTWARE INC | $14.9M | 5.45% | 521,360 | Trimmed |
| 4 | TOST | TOAST INC | $11.6M | 4.23% | 415,737 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $7.7M | 2.82% | 38,524 | New |
| 6 | MU | MICRON TECHNOLOGY INC | $4.0M | 1.47% | 3,482 | New |
| 7 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1.3M | 0.48% | 4,794 | New |
| 8 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 9 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | Exited |
| 10 | TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR